Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“We have a handful of plays in synthetic biology and alternative energy, including gene editing pioneers like Illumina (ILM) and Salt Lake City-based Recursion Pharmaceuticals(RXRX).” | Q1 2024 Apr 5, 2024 | Preview | |
“ARK's Q1 2025 commentary presents a thesis that disruptive innovation will overcome current economic headwinds. Despite broad equity...” | Q1 2025 Apr 16, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RXRX.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
